Client Acquisition and Intake Specialist

New

JobgetherLegal Services

Brazil, 8:30 AM to 5:00 PM Eastern TimeFull-Time

SalaryMonthly compensation of $1,150–$1,220 USD.

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Job Details

Strong verbal and written English communication skills.
Excellent active listening, questioning, and rapport-building abilities.
Strong attention to detail and organizational skills.
Ability to manage multiple inquiries and priorities simultaneously.
Proactive, self-directed, and results-oriented approach.
Confident, professional, and empathetic communication style.
Ability to consistently follow established scripts, procedures, and qualification criteria.
Strong follow-up, prioritization, and time-management skills.
Ability to accurately assess urgency based solely on provided information.
Experience or proficiency with practice management and scheduling systems.
Willingness to participate in recorded calls and quality assurance reviews.
Availability to work from 8:30 AM to 5:00 PM Eastern Time.

Respond promptly to new inbound inquiries within established response-time requirements.
Conduct structured discovery and intake conversations using approved scripts and procedures.
Identify qualified prospects based on established written criteria.
Schedule free consultations with attorneys and manage the calendar.
Follow up with prospects after consultations using approved communication sequences.
Facilitate the initial retention process and prepare retainer agreements using approved templates.
Quote retainer fees using the approved fee matrix.
Escalate potential conflicts, emergent circumstances, or matters outside established procedures.
Maintain accurate records of all inquiries, lead sources, and follow-up activities.
Participate in recorded call quality assurance reviews.

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